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Project scope
What is the main goal for this project?
Our sales team has tripled in size in the last year and the sales pipeline has become difficult to manage through spreadsheets. We would like you to provide us with a comparison of the top CRMs available and make a recommendation, based on our needs.
To achieve this, you will need to consider:
- Core features.
- Pricing.
- Features.
- Constraints.
- Usability.
- Implementation and training.
- Existing system integration.
- Security features.
- Customizability.
Our sales team has tripled in size in the last year and the sales pipeline has become difficult to manage through spreadsheets. We would like you to provide us with a comparison of the top CRMs available and make a recommendation, based on our needs.
To achieve this, you will need to consider:
- Core features.
- Pricing.
- Features.
- Constraints.
- Usability.
- Implementation and training.
- Existing system integration.
- Security features.
- Customizability.
What tasks will learners need to complete to achieve the project goal?
Deliver a final recommendation for our organization in the form of a written report complete with all analysis preformed.
Deliver a final recommendation for our organization in the form of a written report complete with all analysis preformed.
How will you support learners in completing the project?
Students will connect directly with the employer for mentorship and supervision throughout the project.
Students will connect directly with the employer for mentorship and supervision throughout the project.
What skills or technologies will help learners to complete the project?
Student should be prepared to
- Compare and contrast various CRMs
- Interpret our business needs through requirements gathering
- Be able to provide a written details report on recommendations
Student should be prepared to
- Compare and contrast various CRMs
- Interpret our business needs through requirements gathering
- Be able to provide a written details report on recommendations
Skills None provided
Resources
Any existing materials we can provide to ensure a complete understanding and smooth collaboration.
Any existing materials we can provide to ensure a complete understanding and smooth collaboration.